BDP Analysis Report
The BDP Analysis report provides a summary of position data in the Budget Distribution Page (BDP) tool in UCPath and additional pertinent data fields from UCPath to perform ad hoc compensation analyses on FTE & Salary by groupings such as Job Code categories and groupings. This report also displays the calculation for Annual Budgeted Amount that matches the data feed to EPBCS for planning purposes.
The BDP Analysis report is available from the Business Analytics Hub under the Compensation Planning Dashboard. Employee Activity Hub (EAH) Row-Level Access is required to run the report. To request Row-Level Access in the Employee Activity Hub, please refer to the How to Request Employee Activity Hub (EAH) Row-Level Access Knowledge Base Article.
Business Scenarios
- The BDP Analysis report provides a summary of position data in the Budget Distribution Page (BDP) tool in UCPath and additional pertinent data fields from UCPath to perform ad hoc compensation analyses on FTE & Salary by groupings such as Job Code categories and groupings.
- This report also displays the calculation for Annual Budgeted Amount that matches the data feed to EPBCS for planning purposes.
- The report can be run for any of the Vice Chancellor, School, Department, and Posting levels of the Financial Unit hierarchy.
- The report can be run for Position Budget Distribution Department Code.
- The report can be run for Faculty Salaries, Staff Salaries, or all positions.
- The report can be run for Bargaining Units.
This report answers the following questions:
- What is my EPBCS annual budgeted amount?
- What is the adjustment amount on a specific position?
- What is the total position budget amount for my Vice Chancellor? For my School? For my Department? For my Financial Unit?
- What positions have been budgeted for in my Vice Chancellor? In my School? In my Department? In my Financial Unit?
- For a specific position, what is their Position Number? Position Effective Date? Job Code? Subgroup Code and Name? Union Code and Name? Salary Plan? Salary Grade? Salary Step? Employee Class? Job Compensation Frequency and Rate? Funding Type? Position CCOA?
- How many Core recurring positions do I have under a particular Salary Plan or Union?
Data Selection and View Options
Respond to Prompts
Snapshot Name
- The Snapshot Name prompt is required. From the drop-down menu, select a Snapshot from a specific point in time, or select REGULAR to run the report using data refreshed the night prior. Proceed to the Financial Unit prompt.
Financial Unit
- Users can select from four levels of the Financial Unit hierarchy: VC Area, School/Division, Department, Posting Level.
- Make a selection for only one of the four Financial Unit prompts. Your Financial Unit selection will be indicated by a checked box.
Department
- The Department prompt is optional. Users can select a single Position Budget Distribution Department Code from the drop-down list.
Subaccount
- The Subaccount prompt is optional. Users may choose from either Faculty Salaries or Staff Salaries, or the user can leave this prompt unselected to run the report for all positions.
Bargaining Unit
- The Bargaining Unit prompt is optional. Users may choose from the Bargaining Units listed, or the user can leave this prompt unselected to run the report for all Bargaining Units.
Once all Prompt selections are complete, click Finish to generate the report.
Report Views
Results display in a table format. For confidentiality and row-level access reasons, a preview of the report is not displayed here, however, the report column headers are shown below.
To export the report in PDF, Excel, or CSV, click on the down arrow next to the play button and select your desired output.
